Retirement Planning Services for Businesses
Investment advisory and fiduciary responsibilities for retirement plan sponsors.
Mitigating Risk for Clients’ Businesses and Their Employees’ Financial Health
Creative Planning offers solutions for plans of all sizes — we serve publicly traded companies, large private companies with more than $1 billion in plan assets, small businesses and start-ups as well as cities, municipalities and housing developments in the government sector.
Deep Expertise to Serve Your Business:
Over $485 Billion in Combined Assets Under Management and Advisement for Institutional Retirement Businesses of Creative Planning and its affiliates*
50+ Recordkeeper Relationships
100+ Asset Manager Relationships
10,400+ Plans Under Advisement
401k and Corporate-Sponsored Retirement Plan Services
Our retirement services team works exclusively with companies and their employer-sponsored retirement plans. We provide comprehensive advisory services, acting either as a 3(38) or 3(21) fiduciary advisor, as well as access to a dedicated team of advisors and education for your plan participants. We also offer standalone fiduciary services and administrative services.
In-House Employee Benefits Attorneys and ERISA Law Specialists
Our employee benefits attorneys provide support and guidance to employers who offer their employees defined contribution and defined contribution and defined benefit plans, such as:
- Research/Advice
- Plan Governance
- Representation Before the IRS and DOL
- Plan Corrections (VCP, VFCP and DFVCP)
- Benefits Advice on Mergers & Acquisitions and Controlled Group Determinations
- Compliance Assessments
- Participant Claims
- QDROs
- Plan Documents and Procedures
Take A Closer Look
Choose an Advisor, Not a Salesperson
Most top 401k providers are dually registered, meaning they're licensed to sell variable annuities, variable life insurance and other commissionable investments to your participants.
Creative Planning is not dually registered. We are here to advise your participants, not sell them commissionable investments.
Awards & Recognition
Top RIA Firms 2019-2025
Awarded each September based on data from a 12-month period through June 30.
Best for Comprehensive Wealth Management
Ranking released in February 2026, not based on a specific time period.
Top RIA Firms 2025
Awarded each July based on data from a 12-month period through December 31.
Our Retirement Planning Services Locations
Serving Retirement Planning Clients Nationwide
Our team offers solutions for plans of all sizes.
Arizona
California
Newport Beach
4000 MacArthur Boulevard, Suite 1050
Redwood City
1775 Woodside Rd, Suite 201
Colorado
Louisville
726 Front St, Suite 201
Massachusetts
Boston
200 High Street, Suite 501
Tennessee
Knoxville
3834 Sutherland Ave
Texas
Virginia
Richmond-Central Virginia Area
4600 Cox Rd., Suite 350
*As of June 30, 2026, Creative Planning, LLC and its affiliates have approximately $750B in combined assets under management or advisement for nonprofits, retirement plans, and individuals across all 50 states and abroad. United Capital Financial Advisors, Creative Planning Institutional Advisors, Baseline Wealth Management Ltd. (licensed by FINMA as a portfolio manager), and MASECO LLP (authorized and regulated by the UK Financial Conduct Authority and a registered investment adviser with the SEC) are affiliates of Creative Planning. The combined AUA/AUM for the institutional retirement businesses of Creative Planning and its affiliates, including Creative Planning Institutional Advisors, exceeds $500B. Of this amount, more than $215B is managed by Creative Planning, LLC, with $185B+ representing the large market segment. The remaining $280B+ is managed by Creative Planning Institutional Advisors. For additional information, please visit creativeplanning.com/important-disclosure-information and here for the Creative Planning Institutional Advisors disclosure information. All data is as of June 30, 2026, unless otherwise noted. The information provided on this page represents the combined Creative Planning and Creative Planning Institutional Advisors retirement business. Individually Creative Planning has 195+ employees serving 7,325+ clients and 7,880+ plans. Creative Planning Institutional Advisors has 155+ employees serving 1,785+ clients and 2,545+ plans.
